Goldstone Financial Group, LLC Incresed Positions in Q1 2025

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
39.9K
+ 35.89%
$167.73 - $179.21 $6.7M - $7.16M
151K $26.1B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
32.3K
+ 40.39%
$78.97 - $85.82 $2.55M - $2.77M
112K $9.31B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50.6K
+ 31.71%
$50.39 - $50.66 $2.55M - $2.57M
210K $10.6B
J P Morgan Exchange Traded F
24.6K
+ 9.95%
N/A
272K $14.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.37K
+ 7.17%
$507.05 - $563.67 $4.75M - $5.28M
140K $71.9B
ABBV
Abb Vie Inc.

Healthcare
4.35K
+ 49.48%
$169.2 - $216.66 $736K - $942K
13.1K $2.75B
VPU
Vanguard Utilities ETF

ETFs
5.55K
+ 17.95%
$161.24 - $173.33 $894K - $961K
36.4K $6.22B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
64.8K
+ 6.63%
$29.34 - $31.31 $1.9M - $2.03M
1.04M $30.9B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23.7K
+ 5.48%
$55.41 - $60.74 $1.32M - $1.44M
457K $25.8B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
19.4K
+ 51.74%
$49.22 - $51.73 $953K - $1M
56.8K $2.87B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.7K
+ 5.05%
$44.41 - $45.98 $607K - $629K
285K $13B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.8K
+ 5.05%
$77.7 - $78.94 $606K - $615K
162K $12.8B
VEA
Vanguard Ftse Developed Market

ETFs
3.13K
+ 1.62%
$47.4 - $52.99 $148K - $166K
196K $9.99B
ABT
Abbott Laboratories

Healthcare
3.95K
+ 39.75%
$111.1 - $140.22 $439K - $554K
13.9K $1.84B
CVX
Chevron Corp

Energy
3.47K
+ 69.66%
$146.71 - $167.97 $509K - $582K
8.44K $1.41B
AAPL
Apple Inc.

Technology
5.98K
+ 25.13%
$209.68 - $247.1 $1.25M - $1.48M
29.8K $6.61B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
8.91K
+ 5.37%
N/A
175K $8.07B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.1K
+ 11.45%
N/A
118K $10.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.8K
+ 7.2%
$126.11 - $135.06 $479K - $513K
56.6K $7.3B
Victory Portfolios Ii
14K
+ 13.38%
N/A
119K $4.08B
XOM
Exxon Mobil Corp

Energy
3.72K
+ 89.15%
$105.44 - $118.93 $393K - $443K
7.9K $940M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.4K
+ 65.65%
$25.81 - $28.52 $398K - $439K
38.9K $1.07B
SRLN
Ssga Active Trust

ETFs
13.5K
+ 5.75%
$41.02 - $41.99 $554K - $567K
248K $10.2B
JPIB
Jpmorgan International Bond Op

ETFs
8.41K
+ 97.89%
$46.97 - $48.35 $395K - $407K
17K $814M
RDVY
First Trust Rising Dividend Ac

ETFs
6.68K
+ 12.84%
$57.22 - $63.39 $382K - $423K
58.7K $3.44B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.95K
+ 3.49%
$49.78 - $53.19 $346K - $370K
206K $10.5B
IXUS
Ishares Tr

ETFs
3.29K
+ 10.94%
$65.06 - $72.31 $214K - $238K
33.3K $2.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
235
+ 9.21%
$442.66 - $534.52 $104K - $126K
2.79K $1.48B
COST
Costco Wholesale Corp

Consumer Defensive
315
+ 52.85%
$890.62 - $1076.86 $281K - $339K
911 $862M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.11K
+ 11.94%
$36.63 - $37.45 $297K - $304K
76K $2.8B
NUGO
Nushares ETF Tr Growth Opportu

ETFs
12K
+ 60.85%
$30.44 - $36.15 $364K - $432K
31.6K $965M
JPM
Jpmorgan Chase & CO

Financial Services
680
+ 3.73%
$225.19 - $279.95 $153K - $190K
18.9K $4.63B
OMFL
Invesco Exchange Traded Self I

ETFs
5.02K
+ 54.5%
$52.19 - $57.45 $262K - $289K
14.2K $759M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
860
+ 1.52%
$97.38 - $104.52 $83.7K - $89.9K
57.4K $5.86B
HD
Home Depot, Inc.

Consumer Cyclical
704
+ 39.55%
$347.25 - $424.87 $244K - $299K
2.48K $911M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
8.15K
+ 76.36%
$28.64 - $32.91 $233K - $268K
18.8K $546M
MA
Mastercard Inc

Financial Services
147
+ 2.77%
$504.67 - $576.31 $74.2K - $84.7K
5.45K $2.99B
MO
Altria Group, Inc.

Consumer Defensive
2.32K
+ 37.39%
$50.81 - $60.02 $118K - $139K
8.54K $513M
BAC
Bank Of America Corp

Financial Services
5.33K
+ 28.41%
$39.61 - $47.74 $211K - $254K
24.1K $1.01B
VGT
Vanguard Information Technolog

ETFs
671
+ 27.6%
$542.38 - $646.34 $364K - $434K
3.1K $1.68B
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.48K
+ 31.89%
$29.82 - $30.1 $163K - $165K
22.7K $682M
IRBO
Ishares Robotics & Artificial

ETFs
7.15K
+ 71.91%
N/A
17.1K $537M
MSFT
Microsoft Corp

Technology
1.41K
+ 18.05%
$375.39 - $447.2 $528K - $629K
9.19K $3.45B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.34K
+ 10.32%
$24.07 - $24.5 $153K - $155K
67.7K $1.64B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.42K
+ 28.44%
$62.72 - $71.92 $152K - $174K
10.9K $689M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.34K
+ 3.97%
$47.59 - $48.35 $112K - $113K
61.3K $2.96B
ISRG
Intuitive Surgical Inc

Healthcare
324
+ 63.16%
$476.63 - $610.45 $154K - $198K
837 $415M
UBER
Uber Technologies, Inc

Technology
1.31K
+ 35.7%
$63.17 - $81.49 $82.6K - $107K
4.97K $362M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.39K
+ 5.09%
$42.38 - $43.28 $143K - $147K
69.9K $2.97B
Activity Summary
Buys All Purchases 137 New Holdings 21 Increased Positions 116 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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